CoPQ expense line form

  • Release version: Zurich
  • Updated January 7, 2026
  • 1 minute to read

    • The CoPQ expense line form enables you to enter the expense line details for product non-conformance..

    Field Description
    Number CoPQ expense line number is automatically generated. The number starts with COPQEXP and incremented for every new report.
    Parent Select the parent. It’s used to build the hierarchical categories (parent>child).
    Source table Select the source table (correction action) for which the CoPQ expense line is generated.
    Source ID Select the record number for which the CoPQ expense line is generated.
    Issue Select the product non-conformance or product quality investigation issue type.
    Short description Enter a short note on the expense line.
    State Choose the state of the CoPQ expense line:
    • Pending
    • Approved
    • Rejected
    • Processed
    CoPQ type Choose the CoPQ type:
    • Part
    • Labor
    • Service
    • Material
    • Rework
    Summary type Choose the summary type:
    • Grow business: Expanding revenue and market reach.
    • Run business: Streamlining and automating daily sales, support, and service operations for efficiency.
    • Transform business: Digitally reinventing processes and integrating ecosystems to deliver innovative, agile, and customer-centric manufacturing solutions.
    Planned line charge Defines planned cost line items for CoPQ financial requests, with unit cost, quantity, and type.
    Amount Enter the amount.
    Source
    Asset The identification number of the asset associated with the expense line, if any.
    Fixed asset Fixed asset that contains the asset in this expense line. A fixed asset is a container that holds one or more individual assets, including hardware or software assets. The system auto-populates this field with the appropriate fixed asset if the named Asset is contained within that fixed asset.
    Contract The identification number (not the contract number) of the contract associated with the Asset, if any.
    User The name of the user associated with the Asset, if any.
    Configuration item The name of the configuration item associated with the expense line, if any.
    Task The identification number of the task associated with the expense line, if any.
    Cost center The cost center financially responsible for the item identified in Source ID, if any.